2023 Form 5500 filing — Sun Realty Of Nags Head, Inc. 401(K) Plan
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240805070009NAL0001769200001) for Sun Realty Of Nags Head, Inc. 401(K) Plan, reported by Sun Realty Of Nags Head, Inc. under EIN 56-1271736 and plan number 001. It reports 227 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240805070009NAL0001769200001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Sun Realty Of Nags Head, Inc.
- EIN
- 56-1271736
- Plan number
- 001
- Location
- Kill Devil Hills, NC
- Participants
- 227
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $2,156,835
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,156,835
- Employer contributions
- $51,109
- Participant contributions
- $264,612
- Total income / additions
- $794,844
- Benefits paid
- $293,473
- Administrative expenses
- $26,874
- Total expenses
- $327,273
- Net increase / (decrease)
- $467,571
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Workplace Services, LLC | PLAN ADMINISTRATOR | $19,462 | $0 |
| Gordon Asset Management LLC | ADVISOR | $6,925 | not reported in the loaded dataset |